Rock Your Money
The ‘Rock Your Money’ concept is the result of over 100 interviews with women about money stuff. My original goal was to learn what challenges women were facing today so I could incorporate solutions into my financial planning practice; however, I quickly learned that so many of the challenges were related to a lack of financial education.
And, that was true regardless of age, income, occupation or marital status.
So, I decided to develop a planning system that incorporated financial education at each step, and the Rock Your Money System was born.
The Rock Your Money System™ is an education-based system to manage your money and grow your money skills at the same time:
Rock Your Money System™
The process starts with a complimentary call to see if we would be a good fit. If we decide to work together, I will send a pre-work questionnaire for you to complete ahead of our first meeting so we can hit the ground running. Once we complete the circle of meetings, the process starts all over again as you and your plan evolve.
01
Discovery Meeting
We'll discuss your goals, concerns and to review current financial information.
02
Explore the Possibilities
We'll review a draft plan and select scenarios to pursue.
03
Plan Review
We'll review the final plan and discuss implementation strategies.
04
Ongoing Financial Planning & Education
We'll check-in periodically to determine your status and if changes are needed.
Join the Rock Your Money Club:
Take Charge of Your Destiny!
